Leap Software

It can handle virtually anything we throw at it.

Pros

We implemented Leap while expanding our business, which did not disappoint us. It has completely transformed how we conduct our business, allowing us to outsource far more to team members than we used to. It has undoubtedly aided productivity, profitability, and client management. The accounting component and reports are by far the best features of Leap. They have made it considerably easier for me to keep track of finances. Overall, customer service is excellent, and the community forums are quite helpful.

Cons

The upgrades they push out routinely make necessary changes that affect our experience with the software. In older versions, we could enter an address on a card by searching the postcode. But they have removed that in the most recent release. The InfoTrack integration is useful, but the additional expenses are very expensive, and their sales crew has been very pushy with us for the past two years. They keep on trying to get us to buy more services from them. We feel they are very intrusive at times.

Leap has been quite helpful in allowing us to work from home.

Pros

Implementing Leap took some time, but it was worth the effort. Our entire practice now runs solely on Leap and its Microsoft interfaces. We planned on temporarily moving towards the work-from-home system, but it has become permanent for us thanks to the software. We have saved a lot on office and travel costs. Its integration with Microsoft Office is the complete feature we have used. The flexibility to personalize estate planning templates and the convenience of drafting documents once those templates are in place have streamlined our planning approach by quite a margin.

Cons

There is some translation ambiguity between UK/Australian and US law practices, which is inconvenient for us, given that we routinely deal with all three regions. The learning curve is also very steep, often requiring our new users to spend days in training. And they need to improve their Microsoft Excel interface with the court forms. Customer support is also just average and is not quick at giving us a response.

Robust case and firm management solution

Pros

I have been using it for case management for about a year now. Opening files, creating folders, and creating business/personal cards are as quick as they would be in a Windows OS. Also, it can integrate with Xero for office accounts, which makes sending/receiving money easy.

Cons

There is just one thing that I am waiting for the vendor to add. Phone messages. It is crucial in our practice to have immediate access to phone messages on a client’s file but in a way that it only notifies the person dealing with that client. Instead, we receive company-wide alerts with Leap.

Leap is straightforward but very powerful.

Pros

We have successfully implemented Leap in our company to provide better services to our clients. It looks and feels very simple but manages to be extremely detailed and advanced. There has rarely been something we couldn’t accomplish using Leap, and a brief talk with the helpdesk frequently disclosed that the feature we needed has always been there and is easily accessible. Support is always quick and efficient, and it mostly solves many issues. I like how LEAP is open to community suggestions and discussions regarding modifications or additions to its product.

Cons

Using software to manage our cases was a new concept, especially considering our firm’s size. So, adjusting to a completely new thing at first was tough, and there was a strong desire to return to our old procedures. It took some time for us to overcome everyone’s anxieties and adjust to a new way of thinking. It was a major fault on our end, but it did not help that Leap’s agents could not guide us properly. We might have been okay if we had a little more guidance. However, the advantages of using LEAP significantly outweigh the difficult first learning curve.